Fort Bend Independent School District (FBISD) RFB Cover Sheet

Fort Bend Independent
School District (FBISD)
RFB Cover Sheet
Job No.:
14-067KK
Due Date:
May 9, 2014
DUE NO LATER THAN 10:00 am (CST)
LATE BIDS WILL NOT BE ACCEPTED
Request for Bid (RFB) : Instructional Calculators
PLEASE NOTE
Carefully read entire document.
Complete all forms and submit
your response with all appropriate
attachments.
Please submit your hard copy response in a
sealed envelope with Job No., description,
and marked “SEALED BID”.
RETURN BID PACKET TO:
Attn: Kelly R. Kelly, Purchasing
Fort Bend Independent School District
555 Julie Rivers Drive
Sugar Land, TX 77478
For additional information contact: Kelly R. Kelly at 281-634-1802
kelly.kelly@fortbendisd.com
ALL prices and responses must be typewritten or written in ink.
Company Name:
Company Address:
City, State, & Zip
Taxpayer I.D. #
Telephone #
Fax # ______________ e-mail
Print Name
Signature
Your signature attests to your offer to provide the goods and/or services in this
proposal according to the published provisions of this Job. Contract is not valid until
FBISD Board has approved the award.
RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE
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Instructional Calculators
BACKGROUND
FBISD is a K-12 public school district in Fort Bend County serving a student enrollment of over 69,000. The
district currently consists of 74 campuses and 14 administrative sites. The intention of this Request for Bid
(RFB) is to solicit bids for Instructional Calculators for FBISD.
For information regarding the bid process, or questions please contact Kelly R. Kelly of the Purchasing Division
at kelly.kelly@fortbendisd.com.
Special Note
Please be reminded that all FBISD campuses and departments are tobacco, drug and weapon free facilities.
Vendors are responsible for the conduct of their employees and adherence to FBISD building policies.
General Terms, Conditions and Requirements for Solicitations
This solicitation shall be governed by the following documents which are incorporated by reference herein.
A copy may be obtained at: http://www.fortbendisd.com/docs/purchasing/general-provisions-for-purchasingsolicitations-and-contracts.pdf or by contacting the Fort Bend ISD Buyer listed on the cover sheet. Any
exception to the terms and conditions must be included in the Proposer’s response.
Texas Education Code 44.031
Purchasing and Acquisition, FBISD Policy CH (Legal)
Purchasing and Acquisition, FBISD Policy CH (Local)
Fort Bend ISD reserves the right to award this contract as best meets the needs of the district.
The contract shall be for a one time purchase.
Fort Bend ISD is not responsible for any costs incurred by the vendor for the preparation or distribution of the
response to the BID.
Response Requirements
FBISD will accept sealed bids either by mail or hand delivery until May 9, 2014 at 10:00 AM (CST). Bids
received after the opening date and time will not be accepted and will be returned unopened.
Enclose submission in sealed Envelope/Package clearly marked “RFB 14-067KK – Instructional Calculators”
with your company’s contact information.
Bid Submission Package must include:
One (1) Original
DESCRIPTION
Fort Bend ISD is seeking bids for Instructional Calculators
CALCULATOR HARDWARE
Fort Bend ISD anticipates purchasing: 999 sets of the TI Inspire CX Color Graphing Calculator Pak of 10 EZSpot Yellow Calculators and Docking Station
UPGRADES OR SUBSTITUTIONS
No substitutions will be accepted.
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STANDARD DELIVERY
The successful vendor will be provided a list of campus locations, recipients, and quantities in which to deliver
the product bundles. All of the product bundles will be delivered to secondary and middle school campuses by
August 5, 2014. A list of secondary and middle school campuses can be found on our website at
http://campuses.fortbendisd.com/campuses.cfm .
Fort Bend ISD reserves the right to return any products that do not meet specifications at the vendor's expense.
Vendor must notify the Purchasing Department immediately of any delay in delivery.
Access Fort Bend ISD District Calendar to view school holidays for delivery scheduling:
http://www.fortbendisd.com/about/calendar
SPECIAL TERMS AND CONDITIONS:
1. The offeror, by signing the bid, shall certify that pricing offered to FBISD is the lowest
pricing available to similar customers and shall remain so throughout the duration of the contract.
2. A delivery document shall be included with all items at time of delivery to:
Fort Bend ISD – Designee at Delivery Location
This document shall include all of the following information:
a) FBISD purchase order number
b) Delivery date
c) Quantity and description, including vendor’s identifying number for products
AWARDED VENDOR will provide the following:
•
•
Meet specifications
Delivery to specified locations
Time Table:
FBISD anticipates following the time table listed below for this bid:
Item Activity
Date
1
Bid to advertise (1st run)
5/2/2014
2
Bid advertises (2nd run)
5/7/2014
3
Bid Open (10:00 am CST)
5/9/2014
4
Presentation to Board of Trustees
6/15/2014
5
Tabulations and awards posted to
http://www.fortbend.k12.tx.us/finance/bid_awards.cfm
6/16/2014
The time table above is only an estimate and actual dates may vary.
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PRICE DELIVERY INFORMATION
I.
Respondent must complete the open boxes using the information supplied in the Description section
listed above.
BIDDER: _____________________________________________________________
II.
Calculator pricing and Delivery
1
Item Description
Texas Instruments – Nspire
CX Color Graphing Calculator
Pack of 10 EZ-Spot Yellow
Calculators with Docking
Station
2
TOTAL
Part
Number
Qty
N3/TPK/
2L1
999
Unit Price
$
$
$
III.
Payment information: Please provide your payment remit address
IV.
Please provide an e-mail address where purchase orders can be sent.
E-mail:
Extended
Price
_______________________________________________
Note: Attach any additional detailed warranty information to your bid submission.
RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE
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QUESTIONNAIRE
Bidder:
GENERAL
1. How long has your company been in this type of business? ________ years
2. Have you done business with Fort Bend ISD in the last 5 years? ______________________
□
□
3. Are you part of a purchasing cooperative or state contract?
Yes
No
If so, please provide the cooperative name(s), contract number(s) and expiration dates(s).
Name:______________________________ Contract #_________________Exp. Date:_________
Name:______________________________ Contract #_________________Exp. Date:_________
DELIVERY
4. Can you meet the delivery date of August 5, 2014? ____________________
5. Are you able to deliver to the locations specified? Yes
□
No
□
ADDITIONAL
6. Did you include the most recent up to date references in this packet? □ Yes
References shall be checked, e-mails need to be current.
7.
□ No
Please explain any warranty information and your company’s return and exchange policies:
__________________________________________________________________________
__________________________________________________________________________
RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE
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REFERENCES
Please provide at least four references that have used your company for the same goods FBISD is requesting in
this bid. Please include contact name, school district, address, and e-mail address.
A valid e-mail address is required.
Please make sure the e-mail address is legible and current.
1. NAME:
____________________________________________________
ADDRESS: ____________________________________________________
____________________________________________________
E-mail:
2. NAME:
__________________________________
____________________________________________________
ADDRESS: ____________________________________________________
____________________________________________________
E-mail:
3. NAME:
__________________________________
____________________________________________________
ADDRESS: ___________________________________________________
____________________________________________________
E-mail:
4. NAME:
__________________________________
____________________________________________________
ADDRESS: ____________________________________________________
____________________________________________________
E-mail: __________________________________
RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE
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CERTIFICATE OF RESIDENCY
The State of Texas has passed a law concerning non-resident contractors. This law can be found in Texas
Education Code under Chapter 2252, Subchapter A. This law makes it necessary for FBISD to determine the
residency of its proposers. In part, this law reads as follows:
“Section: 2252.001
(3)
‘Non-resident bidder’ refers to a person who is not a resident.
(4)
‘Resident bidder’ refers to a person whose principal place of business is in this state, including a
contractor whose ultimate parent company or majority owner has its principal place of business in this
state.
Section: 2252.002
A governmental entity may not award a governmental contract to a nonresident bidder unless the
nonresident underbids the lowest bid submitted by a responsible resident bidder by an amount that is not
less than the amount by which a resident bidder would be required to underbid the nonresident bidder to
obtain a comparable contract in the state in which the nonresident’s principal place of business is
located.”
I certify that
(Name of Company Bidding)
is, under Section: 2252.001 (3) and (4), a
Resident Bidder
Non-resident Bidder
My or Our principal place of business under Section: 2252.001 (3) and (4), is in the city of
in the state of
Signature of Authorized Company Representative
Print Name
Title
Date
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HUB OR MINORITY OWNED BUSINESS
(Tracking purposes only)
1. Is your company owned (51% or more) by an individual or individuals designated as minority, womanowned or handicapped? YES___NO___
2. If you answered yes to question number (1), please submit a copy of the applicable certification with
your bid document.
Fort Bend Independent School District does not currently maintain set-asides or give preference to HUB bids.
The above information is solicited for the purpose of statistical tracking only.
The Fort Bend Independent School District’s Supplier Diversity Program ensures that the District will use its
best efforts to inform small, women-owned, and minority businesses of current and future purchasing activities.
The District encourages the participation of these businesses in purchasing of all goods and services. This
information can be found at:
http://www.fortbendisd.com/departments/business-and-finance/purchasing/supplier-diversity-program
FORT BEND INDEPENDENT SCHOOL DISTRICT
Affidavit of Non-Discriminatory Employment
This company, Contractor, or Subcontractor agrees to refrain from discrimination in terms and conditions of
employment on the basis of race, color, religion, sex, or national origin, and agrees to take affirmative action as
required by Federal Statutes and rules and regulations issued pursuant thereto in order to maintain and insure
non-discriminatory employment practices.
_____________________________________
Signature
_____________________________________
Printed Name & Title
_____________________________________
Company Name
RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE
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MWBE REGISTRATION APPLICATION
(Tracking purpose only)
Fort Bend Independent School District
Purchasing Department
555 Julie Rivers Drive
Sugar Land, TX 77478
(281) 634-1801 Fax: (281) 634-1829
Instructions: To become registered with FBISD as a certified minority and/or woman owned business enterprise
(MWBE) firm, complete this application, and attach a copy of your MWBE certificate. Mail or fax to the
Purchasing Office at the above address.
Name of Company:
Mailing Address:
City/State:
Telephone Number:
Remit to Address (if different from above):
Mailing Address:
City/State:
Federal I.D. No:
E-mail Address:
Owner’s Name:
Please  Check the Block That Applies
Business Code:
10
30
Sole Proprietorship
Corporation
20
40
Partnership
Joint Venture
100
300
500
African-American
Asian Americans
American Indians
200
400
600
Hispanic
Alaska Natives
Pacific Islanders
100
Male
200
Female
100
300
Houston
Out of State (HQ)
200
400
Texas
Fort Bend County
MWBE Ownership:
Gender:
Business Location:
 Houston Minority Business Council
 City of Houston
 Women’s Business Enterprise Alliance
 HUB (State of Texas) Historically Underutilized Businesses
Signature of Authorized Agent:
Title:
Date:
RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE
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FELONY CONVICTION NOTIFICATION
State of Texas Legislative Senate Bill No. 1, Section 44.034, Notification of Criminal History, Subsection (a),
states “a person or business entity that enters into a contract with a school district must give advance notice to
the district if the person or an owner or operator of the business entity has been convicted of a felony. The
notice must include a general description of the conduct resulting in the conviction of a felony”.
Subsection (b) states “a school district may terminate a contract with a person or business entity if the district
determines that the person or business entity failed to give notice as required by Subsection (a) or
misrepresented the conduct resulting in the conviction. The District must compensate the person or business
entity for services performed before the termination of the contract”.
This Notice is Not Required of a Publicly-Held Corporation.
I, the undersigned agent for the firm named below, certify that the information concerning notification of felony
convictions has been reviewed by me and the following information furnished is true to the best of my
knowledge.
Vendor’s Name:
Authorized Company Official’s Name (Printed):
A.
My firm is a publicly held corporation; therefore, this reporting requirement is not applicable.
Signature of Company Official:
B.
My firm is not owned or operated by anyone who has been convicted of a felony.
Signature of Company Official:
C.
My firm is owned or operated by the following individual(s) who has/have been convicted of a felony:
Name of Felon(s):
Details of Conviction(s):
Signature of Company Official:
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CONFLICT OF INTEREST QUESTIONNAIRE
PLEASE COMPLETE AND SIGN EVEN IF NO CONFLICT EXISTS
For vendor or other person doing business with local governmental entity
FORM CIQ
This questionnaire reflects changes made to the law by H.B. 1491, 80th Leg., Regular Session.
OFFICE USE
ONLY
This questionnaire is being filed in accordance with Chapter 176, Local Government Code by a
person who has a business relationship as defined by Section 176.001(1-a) with a local
governmental entity and the person meets requirements under Section 176.006(a).
Date Received
By law this questionnaire must be filed with the records administrator of the local governmental
entity not later than the 7th business day after the date the person becomes aware of facts that
require the statement to be filed. See Section 176.006, Local Government Code.
A person commits an offense if the person knowingly violates Section 176.006, Local
Government Code. An offense under this section is a Class C misdemeanor.
1
Name of person who has a business relationship with local governmental entity.
2 Check this box if you are filing an update to a previously filed questionnaire.
(The law requires that you file an updated completed questionnaire with the appropriate filing authority not
later than the 7th business day after the date the originally filed questionnaire becomes incomplete or inaccurate.)
3
Name of local government officer with whom filer has employment or business relationship.
Name of Officer
This section (item 3 including subparts A, B, C & D) must be completed for each officer with whom the filer has an employment or other
business relationship as defined by Section 176.001(1-a), Local Government Code. Attach additional pages to this Form CIQ as
necessary.
A. Is the local government officer named in this section receiving or likely to receive taxable income, other than investment
income, from the filer of the questionnaire?
Yes
No
B. Is the filer of the questionnaire receiving or likely to receive taxable income, other than investment income, from or at
the direction of the local government officer named in this section AND the taxable income is not received from the
local governmental entity?
Yes
No
C. Is the filer of this questionnaire employed by a corporation or other business entity with respect to which the local
government officer serves as an officer or director, or holds an ownership of 10 percent or more?
Yes
No
D. Describe each employment or business relationship with the local government officer named in this section.
Signature of person doing business with the governmental entity
Date
Name of Business/Company
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CERTIFICATION REGARDING LOBBYING
CERTIFICATION FOR CONTRACTS, GRANTS, LOANS, AND COOPERATIVE AGREEMENTS
The undersigned certifies, to the best of his or her knowledge and belief, that:
1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any
person for influencing or attempting to influence an officer or employee of Congress, or an employee of
a Member of Congress in connection with the awarding of a Federal loan, the entering into of any
cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any
Federal contract, grant, loan, or cooperative agreement.
2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for
influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an
officer or employee of Congress, or an employee of a Member of Congress in connection with this
Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit
Standard Form-LLL, “Disclosure Form to Report Lobbying”, in accordance with its instruction.
3) The undersigned shall require that the language of this certification be included in the award documents
for all sub awards at all tiers (including subcontracts, sub grants and contracts under grants, loans, and
cooperative agreements) and that all sub recipients shall certify and disclose accordingly.
This certification is a material representation of fact upon which reliance was placed when this certification is a
prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, US Code. Any
person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and
not more than $100,000 for each such failure.
__________________________________
Company
___________________________________
Authorized Representative (Print)
__________________________________
Signature
____________________________________
Date
RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE
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VENDOR DEBARMENT STATEMENT
I have read the conditions and specifications provided in the bid document attached.
I affirm, to the best of my knowledge, the company I represent has not been debarred or suspended from
conducting business with school districts in the State of Texas. This certification is required by the
regulations implementing Executive Order 12549, Debarment and Suspension, 7 CFR Part 3017, Section
3017.510, Participants’ responsibilities. The regulations were published as Part IV of the January 30, 1989,
Federal Register (pages 4722-4733). Copies of the regulation may be obtained by contacting the
Department of Agriculture Agency with which this transaction originated.
______________________________________________________________________
NAME OF COMPANY (Please Type)
____________________________________________________________________
MAILING ADDRESS
CITY
STATE
ZIP
______________________________________________________________________
PREPARED BY (Please Type)
________________________ ___________________________________________
SIGNATURE
TITLE
____________________
TELEPHONE NUMBER
____________________________________________
FAX NUMBER
DATE
Check here if you have an address or telephone number change: Yes____ No____
RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE
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NO RESPONSE FORM
RETURN ONLY IF YOU CHOOSE NOT TO SUBMIT A RESPONSE TO THIS SOLICITATION
RFB 14-067KK
Instructional Calculators
Please Print
Whereas on the ___________ day of ____________________, 2014 (print name of company)
__________________________________________________________________________
has reviewed FBISD’s solicitation RFB No. 14-067KK and elects not to submit a bid:
State Reason for no bid:________________________________________________________
_____________________________________________________________________________
______________________________________________
Street Address
______________________________________________
City, State, Zip Code
______________________________________________
Telephone/Fax Number
______________________________________________
Name of Authorized Individual
___________________________________________
Signature of Authorized Individual
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BID SUBMISSION FORM
RFB 14-067KK
Instructional Calculators
Please Print
Whereas on the _____________ day of _____________________________, 2014 (print name of company)
___________________________________________________________________________ has reviewed
RFB No. 14-067KK and has responded in accordance with the terms and conditions which are incorporated
herein.
A copy may be obtained at http://www.fortbendisd.com/docs/purchasing/general-provisions-for-purchasingsolicitations-and-contracts.pdf or by contacting the Fort Bend ISD Buyer listed on the cover sheet. Any
exception to the terms and conditions must be included in the Proposer’s response.
Texas Education Code 44.031
Purchasing and Acquisition, FBISD Policy CH (Legal)
Purchasing and Acquisition, FBISD Policy CH (Local):
______________________________________
_____________________________________
Street Address
City, State, Zip Code
______________________________________
_____________________________________
Telephone Number
Fax Number
______________________________________
______________________________________
Name of Authorized Individual
Signature of Authorized Individual
RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE
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Contractor Certification
Introduction: Texas Education Code Chapter 22 requires entities that contract with school districts
to obtain criminal history records on covered employees. Covered employees with disqualifying criminal
histories are prohibited from serving at a school district. Contractors must certify to the district that they have
complied and must obtain similar certifications from their subcontractors.
Definitions:
Covered individuals: Individual who have or will have continuing duties related to the service to be performed
and have or will have direct contact with students. The District will be the final arbiter of what constitutes
direct contact with students.
Disqualifying criminal history: (1) a conviction or other criminal history information designated by the District;
(2) a felony or misdemeanor offense that would prevent a person from obtaining certification as an educator
under Texas Education Code § 21.060, including 19 Tex. Admin. Code §249.16; or (3) one of the following
offenses, if at the time of the offense, the victim was under 18 or enrolled in a public school: (a) a felony offense
under Title 5, Texas Penal Code; (b) an offense for which a defendant is required to register as a sex offender
under Chapter 62, Texas Code of Criminal Procedure; or (c) an equivalent offense under federal law or the laws
of another state.
____
On behalf of _________________________________________________ (“Contractor”), I certify that
[check one]:
[ ]
Or
[ ]
None of Contractor’s employees are covered individuals, as defined above. If this box
is checked, I further certify that Contractor has taken precautions or imposed conditions to
ensure that Contractor’s employees will not become covered individuals. Contractor will
maintain these precautions or conditions throughout the time the contracted services are
provided.
Some or all of Contractor’s employees are covered individuals. If this box is checked, I
further certify that:
1. Contractor has obtained all required criminal history record information regarding its covered
individuals. None of the covered individuals has a disqualifying criminal history.
2. If Contractor receives information that a covered individual subsequently has a reported
criminal history, Contractor will immediately remove the covered individual from contract
duties and notify the District in writing within three business days.
3. Upon request, Contractor will provide the District with the name and any other requested
information of covered individuals so that the District may obtain criminal history record
information on the covered individuals.
4. If the District objects to the assignment of a covered individual on the basis of the covered
individual’s criminal history record information, Contractor agrees to discontinue using the
covered individual to provide services at the District.
Noncompliance or misrepresentation regarding this certification may be grounds for contract termination.
________________________________________
Signature
____________________________
Date
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